Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

24160 articles
Trending Companies
NVIDIA83 TSMC56 Intel30 ASML25 SK Hynix24 Micron Technology15 AMD14 Micron12 Apple12 Google11 OpenAI11 Samsung10 Meta10 STMicroelectronics9 Microsoft9
Trending Technologies
EUV97 3nm76 AI23 HBM20 DRAM18 GPU15 2nm14 AI chips12 EUV lithography8 AI infrastructure7 DDR56 NAND flash6 DUV6 AI data centers6 chip manufacturing6
2026-05-12
Semiconductor capacity limitations grow - Sourceability
0.9
sourceability.com 2026-05-12 Sourceability
__fail__
2026-05-12
Intel's revival secret: Suppliers with TSMC's stamp of approval - digitimes
0.92
www.digitimes.com 2026-05-12 digitimes
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now
IntelTSMCSemiconductor Supply ChainChip ManufacturingTechnology PartnershipIndustry RevivalSupply Chain ManagementAdvanced Process
2026-05-12
China's ChiNext Index Surges to 11-Year High on Semiconductor Rally and Policy Support - IndexBox
0.8
www.indexbox.io 2026-05-12 IndexBox
__fail__
2026-05-12
Nvidia’s CEO to miss China trip after year of travels with Trump - MSN
0.65
www.msn.com 2026-05-12 MSN
__empty__
2026-05-12
Micron vs. Sandisk: Which Memory Stock Is the Better Buy Right Now? - The Motley Fool
0.92
www.fool.com 2026-05-12 The Motley Fool
The artificial intelligence (AI) data center boom has driven strong demand for memory. As a result, memory chip stocks, most notablyMicron Technology(MU+6.49%)andSandisk(SNDK1.02%), have both made major moves higher, rising 770% and 4,000%, respectively, over the past year.Which of these two top-performingtech stocksis the better buy moving forward? Interestingly, there could be a case for owning
Memory ChipsAI Data CentersSemiconductor IndustryMicron TechnologySanDiskDRAMNAND FlashSSD
2026-05-12
$Micron Technology (MU.US)$ Last week, I was dead set on holding this stock. Now I’m not so sure. kinda on the fence - Moomoo
0.75
www.moomoo.com 2026-05-12 Moomoo
__fail__
2026-05-12
Evaluation of NVIDIA stock downgraded after the last trading session - StockInvest.us
0.7
stockinvest.us 2026-05-12 StockInvest.us
__fail__
2026-05-12
Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight - digitimes
0.92
www.digitimes.com 2026-05-12 digitimes
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now
Semiconductor IndustryChip ManufacturingTSMCAI ChipsHigh-Performance ComputingSupply Chain ConstraintsFoundry BusinessChip Demand
2026-05-12
Apple-Intel Foundry Deal Could Reshape U.S. Chip Manufacturing
0.92
eetimes.com 2026-05-12 Pat Brans
The reported agreement may just represents a symbolic hedge against TSMC concentration.
AppleIntelChip ManufacturingUS Semiconductor IndustryAdvanced Process TechnologyAI ChipsSemiconductor Supply ChainGovernment Intervention
2026-05-12
Rising EV and AI Loads Bring Connectors Into Early Design Decisions
0.87
eetimes.com 2026-05-12 Yashasvini Razdan
Explore how advanced interconnect solutions drive EV and AI infrastructure growth in this interview with Amphenol.
Electric VehiclesArtificial IntelligenceConnectorsSemiconductorData CentersPower ManagementAutomotive ElectronicsIndustrial Systems
2026-05-12
AI Accelerator Testing Depends On DFT Innovations
0.92
semiengineering.com 2026-05-12 Laura Peters
Multi-die assemblies greatly increase the number of things that can go wrong, and the d...
AI AcceleratorSemiconductor TestingDFT InnovationChip TestingSystem-Level TestingMulti-Chip Module2.5D Packaging3D Packaging
2026-05-12
Smart Test Collides With The Data Chain
0.92
semiengineering.com 2026-05-12 Gregory Haley
Increasing complexity is limiting the ability of machine learning models to effectively...
Smart TestData ChainSemiconductor TestingMachine LearningManufacturing OptimizationTest DataDevice DefectsTest Time
2026-05-12
HBM Shifts Testing Left To Preserve AI Chip Yield
0.92
semiengineering.com 2026-05-12 Anne Meixner
Testing sooner and more often can improve quality and reduce scrap, but it's also more ...
HBMAI chipyield improvementtest flow optimizationTSV defectmemory stackingwafer testingthermal management
2026-05-12
Micron (MU) Draws Bullish Call as AI Memory Demand Reshapes Growth Outlook - Yahoo Finance
0.92
finance.yahoo.com 2026-05-12 Yahoo Finance
__fail__
2026-05-12
Nvidia (NVDA) Draws Bullish Goldman Sachs Call Ahead of Earnings - Yahoo Finance
0.88
finance.yahoo.com 2026-05-12 Yahoo Finance
__fail__
2026-05-12
Applied Materials makes unexpected AI move as demand explodes - Yahoo Finance Australia
0.85
au.finance.yahoo.com 2026-05-12 Yahoo Finance Australia
__fail__
2026-05-12
SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes - South China Morning Post
0.78
www.scmp.com 2026-05-12 South China Morning Post
__fail__
2026-05-12
SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes - South China Morning Post
0.78
www.scmp.com 2026-05-12 South China Morning Post
__fail__
2026-05-12
SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes - South China Morning Post
0.78
www.scmp.com 2026-05-12 South China Morning Post
__fail__
2026-05-12
What's Going on With Qualcomm Stock? - The Motley Fool
0.85
www.fool.com 2026-05-12 The Motley Fool
Qualcomm(QCOM+1.07%)stock is soaring.*Stock prices used were the afternoon prices of May 9, 2026. The video was published on May 11, 2026.
QualcommSemiconductorStock AnalysisTechnology StocksMobile CommunicationChip DesignInvestment StrategyMarket Trends